It’s Friday afternoon and the management asked you to create a quick chart illustrating your team’s bug handling pipeline. Easy-peasy. Step 1 – extract data from the Squash-A-Bug system Status Count New 4268 Under Review 1921 Planned 516 Completed 229 Step 2 – visualize it as a small dashboard: That…. does not… look… good… (tried […]
People have been reporting that Dynamics 365 triggers in Flow are not consistent. Sometimes they fire twice, sometimes not at all, sometimes they fire after a manual test run. There are some other weird side-effects I did not even look into. Why? Because of one of them quick tips. Where possible, use Common Data Service […]
Entity lists in Dynamics 365 Portals include a cool Metadata Filter feature that creates a faceted search over the content of your list. You can filter using text, ranges of values, lookups, optionsets, and even custom FetchXML filter. When you filter by a lookup, you can use a list of static values in your filter, […]
Good news is that the out-of-the-box start portals (Custom portal, Community portal, Partner portal, Customer portal, Employee self-service portal) are accessible. What does it mean and how do you measure it? There are standards, of course, and there are reports on how portals (and Dynamics 365 product line up in general) are compliant with those.
You crafted a new page in your beloved portal. It’s a work of art. Apple will hire you as a chief designer when they see the page. You change Publishing State from Draft to Published and… Nothing. You wait 5 seconds, F5, still nothing. Ctrl-F5. Nope. Sign in as admin, navigate to /_services/about, Clear Cache, […]
Dynamics 365 Portals, based on Bootstrap, are very flexible when it comes to the web site and individual page layout. To create consistent look and feel the Website record defines header and footer templates. And the footer looks like this: I was working on a site where I didn’t need a footer at all so […]
In case you were wondering, we are still around even though it’s been awfully long time since our last tip. Festivities season was upon us but the real reason was that we were just too darn busy. That’s good, right? Now, we are back and, of course, with a bunch of tips. Now, brace yourself. […]
Public service announcement: we are back from the Merry Year hiatus and straight to tipping. Tracking folders is a cool feature where you can configure an Exchange folder to be a tracked folder and optionally link it to a Dynamics 365 record so that any email landing in that folder will be automatically tracked and […]
In tip #1213 we walked you through a long winded way finding out where and when the Flow button was pushed. It involved using lattitude and longitude of the user’s location and calling Bing Maps API. As it turns out, if you are only after the local time, there is a much simpler method. When […]
For those of us who were continuosly torn between canvas apps (on yer device, pixel-perfect, task-oriented) and model-driven apps (a.k.a. good ol’ forms, views, you know, all that Dynamics 365/CRM stuff), the wait is finally over. Embedding canvas apps in model-driven forms is now available as Public preview. First, the official part. Makers can now extend […]
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